Mackenzie Financial
UFPI icon

Mackenzie Financial’s UFP Industries UFPI Stock Holding History

Mackenzie Financial’s Portfolio UFPI Stock Details UFPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$579K Buy
6,385
+1,808
+40% +$157K ﹤0.01% 1289
2026
Q1 		$422K Sell
4,577
-3,681
-45% -$372K ﹤0.01% 1246
2025
Q4 		$759K Sell
8,258
-3,344
-29% -$306K ﹤0.01% 1126
2025
Q3 		$1.08M Buy
11,602
+665
+6% +$67.1K ﹤0.01% 1043
2025
Q2 		$1.09M Buy
10,937
+1,525
+16% +$154K ﹤0.01% 989
2025
Q1 		$1.01M Buy
9,412
+1,250
+15% +$139K ﹤0.01% 979
2024
Q4 		$919K Buy
8,162
+4,265
+109% +$550K ﹤0.01% 959
2024
Q3 		$511K Sell
3,897
-514
-12% -$62.1K ﹤0.01% 1014
2024
Q2 		$494K Sell
4,411
-3,841
-47% -$446K ﹤0.01% 1022
2024
Q1 		$1.02M Sell
8,252
-327
-4% -$38K ﹤0.01% 878
2023
Q4 		$1.08M Sell
8,579
-60
-0.7% -$6.48K ﹤0.01% 853
2023
Q3 		$866K Buy
8,639
+671
+8% +$67.8K ﹤0.01% 879
2023
Q2 		$769K Sell
7,968
-472
-6% -$39.4K ﹤0.01% 913
2023
Q1 		$671K Buy
8,440
+53
+0.6% +$4.54K ﹤0.01% 940
2022
Q4 		$665K Buy
8,387
+2,958
+54% +$226K ﹤0.01% 847
2022
Q3 		$392K Sell
5,429
-128
-2% -$10.2K ﹤0.01% 1002
2022
Q2 		$379K Buy
5,557
+786
+16% +$59.2K ﹤0.01% 1000
2022
Q1 		$368K Buy
4,771
+152
+3% +$12.7K ﹤0.01% 1054
2021
Q4 		$425K Sell
4,619
-11
-0.2% -$925 ﹤0.01% 1027
2021
Q3 		$315K Buy
4,630
+1,639
+55% +$119K ﹤0.01% 1119
2021
Q2 		$222K Buy
+2,991
New +$236K ﹤0.01% 1146
2020
Q4 		– Sell
-6,400
Closed -$362K – 1092
2020
Q3 		$362K Sell
6,400
-270
-4% -$15.2K ﹤0.01% 841
2020
Q2 		$330K Buy
+6,670
New +$284K ﹤0.01% 849

Other funds holding UFPI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Mackenzie Financial's UFPI Position: Q2 2026 in Review

Mackenzie Financial increased its UFP Industries (UFPI) stake by 40% in Q2 2026, buying an estimated $157K and bringing the position to 6,385 shares worth $579K. The position accounts for ﹤0.01% of the portfolio, ranked #1289.

Mackenzie Financial first reported a position in UFPI in Q2 2020 and has held it in 23 quarters since. The position peaked at $1.09M in Q2 2025. 385 funds tracked by Wall St. Rank hold UFPI as of Q2 2026.

  • Mackenzie Financial held 6,385 shares of UFP Industries worth $579K as of Q2 2026.
  • Mackenzie Financial bought 1,808 UFP Industries shares in Q2 2026, an estimated $157K.
  • UFP Industries made up ﹤0.01% of Mackenzie Financial's portfolio in Q2 2026, its #1289 holding.
  • Mackenzie Financial first reported a position in UFP Industries in Q2 2020 and has held it in 23 quarters since.
  • Mackenzie Financial's UFP Industries position peaked at $1.09M in Q2 2025.
  • 385 funds tracked by Wall St. Rank held UFP Industries as of Q2 2026.

Based on Mackenzie Financial's 13F filing for Q2 2026, filed 13 Aug 2026.